Every matter has moving parts.
Give them a place to connect.
AI integration is central to KaseFlow. Explore a connected workspace for your matters, people, file notes and finances.
The context you need.
Right where you need it.
Move from a firm-wide view to the detail of a single file. Keep the client, matter type, stage and fee earner visible, so picking up the work feels straightforward.
Filter matters and focus on your own files
Review workflow requirements and approvals
See key dates and recent activity alongside the matter
01 / Matter management · Development preview
A next step.
A named owner.
A clear deadline.
Work is easier to coordinate when everyone can see what comes next. Keep tasks on their matters, or manage work across the whole firm.
Assign tasks and set due dates
Use priorities to focus attention
Choose list, board or calendar views
02 / Tasks & key dates · Development preview
The detail stays
with the file.
Record conversations, meetings and file updates where the next person can find them. Keep a dated account of what happened and pin the notes that deserve attention.
Search notes within a matter
Capture the type and date of an interaction
Keep notes and files together on the matter
03 / File notes & documents · Development preview
See the work.
Follow the money.
Keep the financial context close to the matter. See unbilled time, disbursements, amounts owed to the firm and money held for the client.
Review balances from the matter overview
Track supplier costs and VAT
Filter disbursements by paid and billed status
04 / Matter finances · Development preview
Start the day
with a clearer picture.
Open your dashboard and find the work that needs attention. Move between your own view and the whole firm to understand priorities at a glance.
Open matters and outstanding tasks
Upcoming key dates in one view
A direct route into the files you need
05 / Practice overview · Development preview
Less chasing.
More moving matters forward.
Bring your files, your people and your next steps into one clear workspace.